+31.5%
ONTO vs CASY
+32.0%
-0.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.3% | +11.4% | +11.1% |
| 7D | -14.0% | +1.1% | -15.1% | -14.0% |
| 30D | -43.1% | +8.7% | -51.8% | -43.2% |
| 3M | -35.5% | -17.3% | -18.2% | -34.2% |
| 6M | -41.1% | -19.7% | -21.3% | -37.8% |
| YTD | +9.8% | +24.8% | -15.1% | +4.1% |
| 1Y | +31.5% | +31.9% | -0.4% | +25.0% |
| All | +31.5% | +32.0% | -0.5% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling